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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,177 | $127,387-0.2% | $115,038+10.6% | $125,389+1.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.99% | 31.28%-36.3pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $4,621 | $5,166-10.6% | $4,608+0.3% | $4,866-5.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,263 | $9,516-86.7% | $8,175-84.5% | $9,541-86.8% |